Calamos Growth and Income Fund (CVTRX) Alternatives
Calamos Growth and Income Fund (CVTRX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CVTRX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CVTRX
CVTRX charges 1.05% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among CVTRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | CVTRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | CVTRX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | CVTRX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | CVTRX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | CVTRX vs FYMIX |
Best Risk-Adjusted Alternatives to CVTRX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | CVTRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | CVTRX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | CVTRX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | CVTRX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | CVTRX vs PMAIX |
Top Performing CVTRX Alternatives (YTD)
CVTRX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | CVTRX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | CVTRX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | CVTRX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | CVTRX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | CVTRX vs CONWX |
Lowest Volatility Alternatives to CVTRX
CVTRX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | CVTRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | CVTRX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | CVTRX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | CVTRX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | CVTRX vs SICIX |
Lowest Drawdown Alternatives to CVTRX
CVTRX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | CVTRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | CVTRX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | CVTRX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | CVTRX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | CVTRX vs SICIX |
Other Mutual Funds from Calamos
Most popular Calamos mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Calamos Market Neutral Income Fund Institutional C... | 90 | -0.07% | May 10, 2000 | CVTRX vs CMNIX | ||
| Calamos Phineus Long/Short Fund | Long-Short | 13 | -4.56% | Apr 4, 2016 | CVTRX vs CPLIX | |
| Calamos Strategic Total Return Fund | Diversified Portfolio | 29 | -9.64% | Mar 26, 2004 | CVTRX vs CSQ | |
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 79 | -4.77% | Mar 23, 2011 | CVTRX vs CTSIX | |
| Calamos Global Equity Fund | Global Equities | 47 | -5.78% | Feb 28, 2007 | CVTRX vs CIGEX | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 85 | -0.47% | Aug 2, 1999 | CVTRX vs CHYDX | |
| Calamos Growth Fund | Large Cap Growth Equities | 21 | -13.66% | Sep 4, 1990 | CVTRX vs CVGRX | |
| Calamos Hedged Equity Fund | Options Trading | 67 | -3.54% | Dec 30, 2014 | CVTRX vs CIHEX | |
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | 69 | -2.05% | May 28, 2003 | CVTRX vs CHY | |
| Calamos Convertible Fund | Preferred Stock/Convertible Bonds | 84 | 0.22% | Jun 21, 1985 | CVTRX vs CCVIX |
Often Compared With CVTRX
What investors most often compare with CVTRX, based on PortfoliosLab usage data.
Compare CVTRX with Any Fund or Stock
Compare CVTRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.